Exploring Analyst Estimates for CrowdStrike (CRWD) Q4 Earnings, Beyond Revenue and EPS

Core Insights - Wall Street analysts forecast CrowdStrike Holdings (CRWD) will report quarterly earnings of $0.85 per share, reflecting a year-over-year decline of 10.5% [1] - Revenue is anticipated to reach $1.03 billion, indicating a year-over-year increase of 22.3% [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings projections are critical for predicting investor behavior and short-term stock performance [3] Revenue Projections - Analysts project 'Revenue- Subscription' to reach $986.78 million, suggesting a year-over-year change of +24% [4] - 'Revenue- Professional services' is expected to be $46.14 million, indicating a year-over-year decline of 6.6% [5] Annual Recurring Revenue - The projected 'Annual recurring revenue (ARR)' is $4,201,702, compared to $3,440,000 from the previous year [5] Gross Profit Estimates - The consensus for 'Non-GAAP subscription gross profit' is $789.20 million, up from $638.57 million in the same quarter last year [6] - 'Non-GAAP professional services gross profit' is estimated at $15.44 million, down from $22.61 million in the previous year [6] - 'GAAP professional services gross profit' is projected at $7.70 million, compared to $16.33 million last year [7] - 'GAAP subscription gross profit' is expected to reach $769.26 million, up from $620.44 million in the same quarter last year [7] Stock Performance - CrowdStrike shares have changed by -0.6% in the past month, while the Zacks S&P 500 composite has moved -2.2% [7] - With a Zacks Rank 2 (Buy), CRWD is expected to outperform the overall market in the near term [7]